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Budgeting

Capital One issues
Once again there are issues with bank connections to Capital One for the past two days. 'Delayed' is the error message. I can only surmise that the bank may have changed something.…
- Cornflower Blue Sloth
- Cornflower_Blue_Sloth.1
- 1 hr ago
- 1 reply
- 9
- Bob K7 min ago
- Bank Importing
Accidentally deleted a cleared bank depoist
I accidentally deleted a cleared bank deposit. I have tried undoing it but it will not work. Does this automatically get added back into the "To be Budgeted" category?…
- Beige Python
- Beige_Python.5
- 15 hrs ago
- 2 replies
- 16
- nolesrule16 min ago
- Accounts & Transactions
Rebate gift card
I recently purchased tires at Costco and just received a rebate gift card that I'm not sure how to deal with. I'd like to credit this amount to my transportation budget.…
- Silvia Park
- Steel_Blue_Captain.1
- 3 hrs ago
- 1 reply
- 9
- nolesrule17 min ago
- Accounts & Transactions
Paying the water every two months
Hi, where I live the water bill comes due once every two months. How should I budget this? I would appreciate your help!
- Tan Yearling
- Tan_Yearling.5
- 3 hrs ago
- 2 replies
- 21
- nolesrule21 min ago
- Method & Budgeting
Budget Monthly Income
I am about to get started with YNAB but before I pay the yearly fee, is there a resource link to assist with creating a budget for the month based on total month’s income instead of pay period?
- Cornflower Blue Major
- Cornflower_Blue_Major.3
- 10 hrs ago
- 7 replies
- 35
- nolesrule27 min ago
- Method & Budgeting
Tracking Overspending?
Just migrated from YNAB4 and I understand that category balances can carry over when there is a surplus, but not for overspending. When I choose to correct overspending by moving money from "to be…
- Tomato Wildebeest
- Tomato_Wildebeest
- 10 mths ago
- 13 replies
- 1172
- Howtown33 min ago
- Method & Budgeting
- Answered
- Answered
Two Separate Chase Accounts
I am trying to add a second Chase account as a linked account in YNAB. Each time I try to add it, I get an error saying my credentials are wrong. I use a password management software and have no…
- Violet Crab
- Violet_Crab
- 20 hrs ago
- 2 replies
- 10
- Violet Crab45 min ago
- Bank Importing
Can't connect to Capital One 360.
About a week ago it started making me fix my Capital One 360 accounts everyday. Then this week it wouldn't fix itself and I wasn't getting transactions.…
- Brew
- Brew
- 1 hr ago
- 8
- Bank Importing
Not all USAA accounts are showing
I'm trying to connect to my USAA acocunt. YNAB is only displaying one of my two credit cards, and none of my two savings accounts are shown. It is showing my one checking account.…
- Aquamarine Wizard
- Aquamarine_Wizard
- 4 mths ago
- 23 replies
- 960
- psuodu1 hr ago
- Accounts & Transactions
- Answered
- Answered
Fidelity BrokerageLink Not Showing up
I have a Fidelity 401k that I am trying to link with YNAB. In Fidelity the account is a "BrokerageLink" account so for my current employer I have two accounts,…
- Steel Blue Rhythm
- Steel_Blue_Rhythm.4
- 22 hrs ago
- 2 replies
- 12
- Steel Blue Rhythm2 hrs ago
- Bank Importing
Need History of ALL budget moves and assignments
Once again, a mistake was made (or a YNAB Bug) where my TBB is clearly not correct. It is absolutely inconceivable that there is not a mechanism in place to figure out why.…
- glynab
- glynab
- 5 mths ago
- 9 replies
- 918
- 3
- FanessYNAB Support2 hrs ago
- App Functions
- Answered
- Answered
Student Trial
Right after I started the one month trial I saw the one year trial for students. How can I get this trial? Whenever I try it only offers an option to create an account not add the offer to my…
- Cadet Blue Commander
- Cadet_Blue_Commander.2
- 3 wk ago
- 14 replies
- 134
- 1
- FanessYNAB Support3 hrs ago
- Getting Started
- Answered
- Answered
Anyone using Google Voice or a Cheap Plan?
I'm done with my iPhone contract. One thing going for me is that I have a work iPhone, fully paid for. Plus I have my personal iPhone. What I want to do is cancel my personal phone plan, $77.…
- John Herman
- Bassman
- 3 days ago
- 1 reply
- 28
- Silvia Park3 hrs ago
- Tips & Tricks
Merge Two Related Accounts
Hello, I have an American Express card that I share with my husband. Since he has his own card with a different number, its coming up as two separate accounts even though its really just one account.…
- Lauren
- Silver_Wildebeest.3
- 4 mths ago
- 24 replies
- 533
- Beige Pony12 hrs ago
- Accounts & Transactions
Citibank connection issues
Hi, This morning my Citibank accounts stopped connecting. I can log into them normally. In YNAB app, when I re-enter my username/password it just fails to log in.…
- Violet Cobra
- Violet_Cobra
- 2 days ago
- 8 replies
- 163
- FanessYNAB Support12 hrs ago
- Bank Importing
Credit Card Consolidation
I have about $30K in credit card debt. Both cards at about 13 percent, around that. One of those lending companies (freedom plus) can get me a five-year with about the same rate,…
- Lord Snow
- lord_Snow
- 15 hrs ago
- 1 reply
- 29
- FanessYNAB Support13 hrs ago
- Managing Debt
Any chance of two factor authentication coming soon?
I know its been asked for a few times, but two factor authentication (2FA) is the only thing stopping me from even trialing YNAB (which I really want to, from all the reviews I've read about it).…
- Orange Packet
- Orange_Packet
- 6 mths ago
- 22 replies
- 1383
- 10
- FanessYNAB Support13 hrs ago
- App Functions
- Answered
- Answered
What did you do to improve your finances today?
This was one of my favourite threads on the old forum, and since there doesn't seem to be one here yet, I thought I'd create one :-)
- Winterlover
- Welmoed
- 8 mths ago
- 392 replies
- 10773
- 21
- TechieM217 hrs ago
- YNAB Wins
Credit card Available Payment does not match actual balance
My amount available for payment is less than the card balance and I can't for the life of me figure out why. I went back through all budget months to see if there was any overspending or other…
- tobiv
- tobiv
- 5 days ago
- 3 replies
- 71
- WordTenor18 hrs ago
- Credit Cards
Anyone working on a quick add tool?
Hi all! I'm thrilled the API exists! I've been desiring a long time to have a desktop/chrome "quick add transaction" button. Has anyone been doing any development on an kind of quick add…
- Jeremy Blanchard
- blanchardjeremy
- 19 hrs ago
- 10
- 1
- API
How to enter credit card deferred interest plan?
I'm a new YNAB user and I also just added my credit card accounts as I recently discovered that option. I've read up on the credit card basics and how transactions will need to come out of your…
- Sea Green Lobster
- Sea_Green_Lobster.3
- 20 hrs ago
- 1 reply
- 17
- WordTenor19 hrs ago
- Credit Cards
Worst Financial Decision You've Ever Made?
Hi Everyone! On the heels of witnessing a terrible financial decision, I thought it wouldn't be a bad idea to share the worst money handling scenarios you've seen or personally dealt with.…
- Til Debt Do Us Part
- Divorcing Debt - Not Each Other
- debt_do_us_part
- 3 wk ago
- 14 replies
- 349
- 2
- MXMOM23 hrs ago
- Tips & Tricks
Has anyone sat down with a financial planner to help set priorities
I wasn't sure which forum this should go in but I thought since managing debt is the main issue, I thought I would post here. Let me start by saying I am an accountant.…
- MXMOM
- MXMOM
- yesterday
- 25
- Managing Debt
Paycheck Distribution into Categories
Hello. Is it possible to automatically distribute set amounts into budgeting categories on a bi-weekly basis? New to YNAB and I liked that I could do this on my old program. For example.…
- Biomedmike
- Budgeter
- Blue_Cornet.2
- 3 days ago
- 2 replies
- 50
- MXMOMyesterday
- Accounts & Transactions
Pay for a consultant to set it up?
Is there anybody who helps people set up their accounts, budgets and does initial categorizing of purchases for them? I would gladly pay to have someone take care of those initial steps. Thanks.…
- Powder Blue Song
- Powder_Blue_Song.4
- 1 mth ago
- 3 replies
- 313
- MXMOMyesterday
- Tips & Tricks

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